What forms do I send with 1040x

Forum|Forum|7 years ago
June 5, 2019
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DoninGA

Level 15

According to the 1040X instructions:

Attach any schedule or form relating to the change. For example, attach Schedule A (Form 1040) if you are amending Form 1040 to itemize deductions. If you are amending your return because you received another Form W-2, attach a copy of the new W-2. Do not attach items unless required to do so.

This includes any additional or corrected Forms W-2 you received after you filed your original return. For more information, see the 1040X instructions (link included above).

DoninGA

Level 15

You do not send the Form 1040 as the changes would already be reflected on the Form 1040X. A copy of the Form 1099-R can be included.
The state return would only be amended if the federal income was changed and this change would be also reflected on the state tax return.